Hot spots in the industry this week: ① on February 21, the Ministry of Finance and other eight departments adjusted the list of cross-border e-commerce retail imported goods; ② On February 21, Savills and the US Green Building Council released the 2021 report of 20 retail cities in China; ③ On February 22, Roland Berger released the white paper on duty-free retail in Hainan; ④ On February 24, jd.com released the report on the consumption trend of fresh food during the 2022 goods Festival; ⑤ On February 18, Shenzhen issued 27 measures to build an international consumption center city.
Market performance: last week (2022.2.202022.2.25), CS trade retail index fell (2.16%), outperforming Shanghai Stock Index (- 1.13%), Shanghai and Shenzhen 300 index (- 1.67%) and Shenzhen Component Index (- 0.35%). Since the beginning of the year, the industry index has fallen by – 5.26%, outperforming Shanghai and Shenzhen 300 (- 5.18%), Shenzhen Component Index (- 7.43%) and Shanghai index (- 9.72%). Compared with other industries, the commerce and retail sector ranked 19th in the rise and fall of CITIC’s 30 industry categories last week, down 1 place from the previous week.
E-commerce and agent operation: Alibaba released the financial report for the third quarter of fiscal year 2022, with a revenue of 242580 billion yuan, a year-on-year increase of 10%; The net profit was 19.224 billion yuan, a year-on-year decrease of 75%; Vipshop released the financial report data of 2021. The annual revenue increased by 15% year-on-year to 117.1 billion yuan, and the net profit was 4.7 billion yuan, a year-on-year decrease of – 23.34%; JD subscribed for ordinary shares issued by dada group.
Supermarket sector: the purchasing Committee of China Chain Operation Association released the actual sales data of Shangchao during the Spring Festival in 2022.
Gold jewelry sector: Guangdong Chj Industry Co.Ltd(002345) announced the new direct stores in January 2022 China National Gold Group Gold Jewellery Co.Ltd(600916) announced the announcement of 2021 annual performance express and the announcement of shareholders’ share reduction plan. In 2021, the operating revenue was 50.758 billion yuan, an increase of 50.23% over the same period of the previous year; The net profit was 801 million yuan, an increase of 60.08% over the same period last year; The basic earnings per share is 0.49 yuan.
Department store and comprehensive business sector: Shanghai Xujiahui Commercial Co.Ltd(002561) released the performance express of 2021. In 2021, the company achieved an operating revenue of 619 million yuan, a year-on-year increase of 5.12%; The net profit was RMB 800.73 million, a year-on-year increase of 14.88%. The basic earnings per share is 0.25 yuan; Parkson group, Shanghai New World Co.Ltd(600628) Department Store China and Macy’s department store announced their quarterly results.
Cosmetics sector: Bloomage Biotechnology Corporation Limited(688363) released the announcement of 2021 annual performance express, with an operating revenue of 4.948 billion yuan in 2021, a year-on-year increase of 87.93%; The net profit was 782 million yuan, a year-on-year increase of 21.13% Jahen Household Products Co.Ltd(300955) through the re recognition of high-tech enterprises, it has enjoyed the tax preference of high-tech enterprises for several consecutive years.
What’s recommended: keeping the logic of the omnichannel configuration intact, the logic of the omnichannel configuration intact, and the recommendation focuses on the retail channel category of rainbow’s department store ( Rainbow Digital Commercial Co.Ltd(002419) . SZ ( Rainbow Digital Commercial Co.Ltd(002419) . SZ), Wangfujing Group Co.Ltd(600859) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\. SZ), Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) ( Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) . SH); And Shanghai Jahwa United Co.Ltd(600315) ( Shanghai Jahwa United Co.Ltd(600315) . SH), Proya Cosmetics Co.Ltd(603605) ( Proya Cosmetics Co.Ltd(603605) . SH), Guangdong Marubi Biotechnology Co.Ltd(603983) ( Guangdong Marubi Biotechnology Co.Ltd(603983) . SH), Yunnan Botanee Bio-Technology Group Co.Ltd(300957) ( Yunnan Botanee Bio-Technology Group Co.Ltd(300957) . SZ), Hangzhou Coco Healthcare Products Co.Ltd(301009) ( Hangzhou Coco Healthcare Products Co.Ltd(301009) . SZ), Hangzhou Haoyue Personal Care Co.Ltd(605009) . ( Hangzhou Haoyue Personal Care Co.Ltd(605009) . SH), Winner Medical Co.Ltd(300888) ( Winner Medical Co.Ltd(300888) . SZ), Chongqing Baiya Sanitary Products Co.Ltd(003006) ( Chongqing Baiya Sanitary Products Co.Ltd(003006) . SZ).
Risk warning: the risk of insufficient market confidence; Risk that the progress and effect of transformation are lower than expected.
